| Q2 2024 |
9 |
$179M |
+$16.8M |
-$74.7M |
-$57.9M |
GOOGL, RYAAY, BLK, CRM, V
|
13F-HR |
8/14/2024, 07:13 AM |
| Q1 2024 |
9 |
$252M |
$0 |
$0 |
|
RYAAY, BLK, GOOGL, CRM, KMX
|
13F-HR |
5/15/2024, 08:29 AM |
| Q4 2023 |
9 |
$232M |
+$20M |
-$68.9M |
-$48.9M |
RYAAY, BLK, GOOGL, CRM, KMX
|
13F-HR |
2/14/2024, 07:44 AM |
| Q3 2023 |
7 |
$233M |
+$1.11M |
-$54.1M |
-$52.9M |
RYAAY, GOOGL, BLK, CRM, MSFT
|
13F-HR |
11/14/2023, 07:18 AM |
| Q2 2023 |
9 |
$299M |
+$8.36M |
-$141M |
-$133M |
CRM, RYAAY, BLK, GOOGL, MSFT
|
13F-HR |
8/14/2023, 09:03 AM |
| Q1 2023 |
11 |
$387M |
+$69M |
-$73.4M |
-$4.43M |
MSFT, CRM, RYAAY, GOOGL, BLK
|
13F-HR |
5/15/2023, 06:30 AM |
| Q4 2022 |
10 |
$323M |
+$87.5M |
-$29.1M |
+$58.4M |
GOOGL, MSFT, CRM, RYAAY, INTU
|
13F-HR |
2/14/2023, 06:58 AM |
| Q3 2022 |
6 |
$267M |
+$87M |
-$12.8M |
+$74.2M |
CRM, GOOGL, MSFT, RYAAY, BSM
|
13F-HR |
11/14/2022, 07:14 AM |
| Q2 2022 |
4 |
$306M |
+$33.3M |
-$356M |
-$323M |
CRM, GOOGL, MSFT, RYAAY
|
13F-HR |
8/15/2022, 10:06 AM |
| Q1 2022 |
7 |
$745M |
+$5.71M |
-$212M |
-$206M |
GOOGL, CRM, MSFT, NFLX, NOW
|
13F-HR |
5/16/2022, 07:30 AM |
| Q4 2021 |
9 |
$1.08B |
+$84.1M |
-$153M |
-$68.4M |
GOOGL, CRM, META, NFLX, MSFT
|
13F-HR |
2/14/2022, 08:11 AM |
| Q3 2021 |
8 |
$1.12B |
+$48M |
-$30.6M |
+$17.4M |
META, GOOGL, CRM, NFLX, MSFT
|
13F-HR |
11/15/2021, 09:01 AM |
| Q2 2021 |
8 |
$1.04B |
+$16.9M |
-$54.9M |
-$38M |
META, GOOGL, CRM, MSFT, NFLX
|
13F-HR |
8/16/2021, 10:55 AM |
| Q1 2021 |
9 |
$942M |
+$174M |
-$387M |
-$213M |
META, GOOGL, MSFT, NFLX, CRM
|
13F-HR |
5/17/2021, 10:56 AM |
| Q4 2020 |
13 |
$1.1B |
+$191M |
-$245M |
-$53.8M |
META, GOOGL, RYAAY, MSFT, NOW
|
13F-HR |
2/16/2021, 10:17 AM |
| Q3 2020 |
8 |
$996M |
+$10.5M |
-$108M |
-$97.8M |
META, RYAAY, GOOGL, MSFT, NKE
|
13F-HR |
11/16/2020, 09:29 AM |
| Q2 2020 |
8 |
$968M |
+$7.18M |
$0 |
+$7.18M |
META, GOOGL, RYAAY, MSFT, CACC
|
13F-HR |
8/14/2020, 09:07 AM |
| Q1 2020 |
8 |
$733M |
+$207M |
$0 |
+$207M |
META, GOOGL, RYAAY, MSFT, NKE
|
13F-HR |
5/14/2020, 08:02 AM |
| Q4 2019 |
6 |
$692M |
+$45.3M |
-$81M |
-$35.7M |
META, RYAAY, GOOGL, MSFT, EB
|
13F-HR |
2/14/2020, 09:01 AM |
| Q3 2019 |
7 |
$632M |
+$202M |
-$191M |
+$10.4M |
META, RYAAY, MSFT, GOOGL, RDFN
|
13F-HR |
11/14/2019, 09:03 AM |
| Q2 2019 |
6 |
$635M |
+$155M |
-$80M |
+$74.7M |
META, BKNG, RDFN, RYAAY, EB
|
13F-HR |
8/14/2019, 09:01 AM |
| Q1 2019 |
5 |
$531M |
+$115M |
$0 |
+$115M |
META, BKNG, RDFN, ELLI, JD
|
13F-HR |
5/15/2019, 09:07 AM |
| Q4 2018 |
5 |
$333M |
+$105M |
$0 |
+$105M |
BKNG, META, RDFN, ELLI, JD
|
13F-HR |
2/14/2019, 09:04 AM |
| Q3 2018 |
4 |
$276M |
+$184M |
$0 |
+$184M |
BKNG, META, RDFN, JD
|
13F-HR |
11/14/2018, 11:45 AM |
| Q2 2018 |
2 |
$112M |
+$20.4M |
-$220M |
-$200M |
META, JD
|
13F-HR |
8/14/2018, 08:14 AM |
| Q1 2018 |
3 |
$299M |
+$66.6M |
-$117M |
-$50.6M |
GRUB, META, JD
|
13F-HR |
5/16/2018, 10:47 AM |
| Q4 2017 |
5 |
$285M |
+$12.5M |
$0 |
+$12.5M |
GRUB, KMX, TRUP, JD, AMZN
|
13F-HR |
2/14/2018, 09:30 AM |
| Q3 2017 |
5 |
$237M |
+$7.26M |
-$53.7M |
-$46.4M |
GRUB, KMX, TRUP, JD, AMZN
|
13F-HR |
11/14/2017, 08:10 AM |
| Q2 2017 |
5 |
$245M |
+$12.9M |
-$56.9M |
-$44M |
GRUB, KMX, TRIP, TRUP, AMZN
|
13F-HR |
8/14/2017, 07:44 AM |
| Q1 2017 |
6 |
$253M |
+$13.6M |
-$21.6M |
-$7.96M |
GRUB, TRIP, AMZN, KMX, TRUP
|
13F-HR |
5/15/2017, 06:33 AM |
| Q4 2016 |
5 |
$270M |
+$67.5M |
$0 |
+$67.5M |
GRUB, TRIP, AMZN, KMX, TRUP
|
13F-HR |
2/14/2017, 06:30 AM |
| Q3 2016 |
4 |
$239M |
+$65M |
-$123M |
-$58.4M |
GRUB, AMZN, TRIP, TRUP
|
13F-HR |
11/14/2016, 12:43 PM |
| Q2 2016 |
6 |
$259M |
+$78.4M |
-$53M |
+$25.4M |
LNKD, GRUB, AMZN, BRKB, TRUP
|
13F-HR |
8/15/2016, 07:25 AM |
| Q1 2016 |
3 |
$178M |
+$39.3M |
-$85.7M |
-$46.5M |
AMZN, GRUB, LNKD
|
13F-HR |
5/16/2016, 04:06 PM |
| Q4 2015 |
5 |
$242M |
$0 |
$0 |
|
AMZN, GRUB, VRSN, BRKB, BRKA
|
13F-HR |
2/9/2016, 11:02 AM |